IN SOME WAYS, BEING a financial advisor is like being a therapist: You share in your clients' biggest life events – like having a baby, retiring and handling inheritance – and are often tasked with helping them address their fears – like recessions or running out of money. Are you passionate about helping people financially? Do you want a customer-facing role that requires working and communicating with a variety of people? Are you comfortable networking and reaching out to strangers? Does the idea of actively promoting your services to others excite you? Do you enjoy working with numbers or have an interest in investments and financial planning? Are you comfortable making decisions for yourself and others? Aptitude for sales and marketing Adept at building strong client relationships Comfort with numbers and analyzing data Ability to communicate with a wide range of people RESPONSIBILITIES Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility. Giving advice to clients is a privilege. They are trusting you with the intimate details of their finances and earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients. DUTIES Meet with clients to discuss their financial needs Recommend investments to clients Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients. Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning. Tertiary education preferable, specifically in the fields of finance, law, marketing, entrepreneurship and business Matric certificate essential Clear criminal and credit record Customer service and sales experience advantageous Own vehicle and drivers licence R10 000.00 monthly startup stipend (new to industry only) Uncapped 70% commission Full company benefits including medical aid Incentives World class training Apply Now

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Financial Advisory Consultant R10000.00 - Cape Town Region

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